What are the responsibilities and job description for the Financial Services Representative – State Farm Agent Team Member position at Michelle Kreeger - State Farm Agent?
Benefits:
ROLE DESCRIPTION:
As a Financial Services Representative with our office, you help our customers plan for a successful retirement using our planning software and financial products. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Profit sharing
ROLE DESCRIPTION:
As a Financial Services Representative with our office, you help our customers plan for a successful retirement using our planning software and financial products. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Licenses required: SIE, Series 6, Series 63
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Profit sharing
- Growth potential/Opportunity for advancement within my office
